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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,070 | $105,210+72.1% | $159,487+13.5% | $85,851+110.9% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.8%-1.4pp | 69.3%+12.2pp |
| Annual return | 15.41% | 45.08%-29.7pp | 263.71%-248.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $3,563 | $3,319+7.4% | $4,831-26.2% | $2,565+38.9% |
| Participant deferral / active EE | $6,251 | $5,946+5.1% | $7,354-15.0% | $3,952+58.2% |
| Admin fee / account holder | $3,047 | $6,934-56.1% | $10,804-71.8% | $6,261-51.3% |